Colonial Trust Co / SC

Bank

Position in SPG — Simon Property Group Inc.

CIK 1954093 SPARTANBURG, SC

Position in SPG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$67,318

+$7,815 QoQ

Shares Held

301

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,149

of 1,353 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Colonial Trust Co / SC holds $1,890,943 across 6 REIT - Retail names. SPG ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	29,308	$1,815,923
2	SPG	Simon Property Group Inc. This page	301	$67,318
3	SKT	Tanger Inc.	136	$5,367
4	KIM	Kimco Realty Corp	73	$1,850
5	FRT	Federal Realty Investment Trust	2	$246
6	REG	Regency Centers Corp	3	$239

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,318	301	-5.6%	Shares	Sole	2026-08-11
2026-03-31	$59,503	319	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$58,494	316	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$59,679	318	+25.7%	Shares	Sole	2025-11-10
2025-06-30	$40,672	253	+48.8%	Shares	Sole	2025-08-13
2025-03-31	$28,233	170	-18.7%	Shares	Sole	2025-05-14
2024-12-31	$35,991	209	+37.5%	Shares	Sole	2025-02-14
2024-09-30	$25,691	152	-6.2%	Shares	Sole	2024-11-12
2024-06-30	$24,591	162	—	Shares	Sole	2024-08-14
2023-12-31	$0	0	-100.0%	Shares	Sole	2024-02-14
2023-09-30	$4,321	40	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.